Key things to know
- These rules apply organization-wide - every teammate’s comps are calculated the same way.
- Changing a rule does not rewrite existing values by itself; run Recalculate All afterward to refresh saved Deal Pipeline and Deal Hub properties.
- Lookup properties are refreshed individually with Recalculate on the property, not by Recalculate All.
- Only admins can change comp rules, add or delete manual comps, and run bulk recalculation.
Comps Configuration
The top-level limits for comps-based calculations:
Click Save Settings to apply, or Reset to Platform Defaults to discard your
organization’s overrides. The section also shows when comps were last bulk-recalculated.
Comps Tier Ladder
The tier ladder defines how candidate sales qualify and what grade the result receives. Each tier sets matching rules - search radius, size percentage range, allowed bed/bath difference, and minimum similarity - and the grade a comp set earns when it qualifies at that tier. Sales are tested against tiers in order, so earlier (stricter) tiers produce better grades. Widen tiers when properties consistently show too few comps; tighten them when the selected comps don’t feel similar enough to the subject property.Manual Comps
Manual comps are sales your organization adds by hand so they are always considered, even when missing from the automatic candidate pool:- Click Add Manual Comp to enter a sale, or import many at once from a CSV/XLSX file.
- Manual comps are org-wide - every teammate’s calculations can use them.
- Admins can delete individual comps or select several and delete them together.
Recalculate All
After changing comp rules, click Recalculate All to refresh comps for saved properties across the Deal Pipeline and Deal Hub using the current settings. The button shows the Last recalculated time so you know whether saved values reflect your latest rules. Lookup properties still refresh one at a time with the Recalculate button on the property itself.Used by
Common questions
Why would I change Comps settings?
Why would I change Comps settings?
Change them when the candidate pool is consistently too narrow (properties show insufficient
comps), too broad (selected comps aren’t similar enough), or not matching the kind of
properties your team compares in your markets. Start from the defaults and adjust one rule at
a time.
Why do some properties show no comps value?
Why do some properties show no comps value?
Not enough sales met your rules - most often the Min Comps threshold combined with Max
Days Old and the tier ladder. Widen the ladder, raise Max Days Old, lower Min Comps, or add
a manual comp, then recalculate.
When should I use manual comps?
When should I use manual comps?
When you know about a recent, trustworthy sale that should be considered but is missing from
the automatic pool - for example off-market or very recent transactions. You can add them one
by one or import a CSV/XLSX.
Does changing a setting update my saved properties immediately?
Does changing a setting update my saved properties immediately?
No. Rule changes apply to future calculations. Run Recalculate All to refresh saved Deal
Pipeline and Deal Hub properties, and use the per-property Recalculate button for Lookup
properties.
Why is Target Comps grayed out?
Why is Target Comps grayed out?
The target comp count is platform-managed and cannot be changed per organization. Your
organization controls Min Comps, Max Days Old, the tier ladder, and manual comps.
Who can change these settings?
Who can change these settings?
Admins and the owner. Members can view the configuration but cannot save changes, manage
manual comps, or run Recalculate All.